Tuesday, February 10, 2009

Energy Time ..

looks like energy is ...
well
pretty important by any stretch of the imagination...so it isn't long before everyone realizes that most can't:
plant and fertilize seeds without some kind of oil - weather Bee it fossil, bio, or myco fuels ... abundance never happens without it ...

facilitate any major infrastructure projects or transport significant materials

Defend our nation and watchover planet earth ... etc

look for short term whatevers - but this next driving season should be a whopper in relative terms ... relative to:
A big driving season should follow this past one characterized by rising gas prices...then falling home prices...overall a disproportionate amount of liberated drivers should cause a relative surge in 2009 driving season activity...
So getting in early with the following basket was the idea .. now lets see how long this idea lasts... :)
BP
RDSA
COP
XOM
CVX

Friday, February 06, 2009

Washed Out ...Hopefully at the Top of a Wave ...

Testing a new volatility trading style:
away with some short term holds - when a day or few yields between 2.5 & 50% you have to take some off the table right? - you'd think so - but it's about the hardest thing in the real world of psychological twists and turns ...

here it went .. out of
ABB
MDR
SGR
BAC *
GOOG *
IPI
POT *
TCK *
EXM *
FCEL

*still holding core positions

power buys:
PLUG
GE

Complete Portfolio Additions on the Move...

Power Infrastructure and Financial Stocks to keep an eye on ... They have popped nicely from a near term bottom ... Now the difficult decision is whether to take the near term profits or let them try harder for greater heights in the market... well, the only thing here is that volatility rules but the market still has to take out DOW 15K eventually ... how long is eventually and how many scrapes along the bottom are left ... right, therein lies the difficulty - never sell core positions lest the move to DOW 15K leave the sidelines burning with desire but no irons in the fire ... so if BAC gives 50% gain in 1 day it may be fun to take some now ... but never sell the cow ...

ABB
MDR
SGR
BAC
C

Happy Trades are Here Again !